Benchmark Financial Wealth Advisors, LLC Portfolio Holdings

Benchmark Financial Wealth Advisors, LLC

  • $329 Million
  • Q3 2025

Benchmark Financial Wealth Advisors, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $329 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $32.3M, Vanguard Total Stock Market Et with a value of $28.8M, Schwab Strategic Tr Intl Eqty with a value of $26M, Doubleline ETF Tr Opportunisti with a value of $19.3M, and Ishares Core S&P Total U.S. St with a value of $18.2M.

Examining the 13F form we can see an increase of $29M in the current position value, from $300M to 329M.

Below you can find more details about Benchmark Financial Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $329 Million
ETFs: $259 Million
Technology: $31.8 Million
Financial Services: $9.63 Million
Communication Services: $7.89 Million
Consumer Cyclical: $7.57 Million
Healthcare: $4.88 Million
Consumer Defensive: $3.88 Million
Industrials: $1.87 Million
Other: $745,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.3 Million 9.82% of portfolio
48,530
Q3 2025 Reduced 8.83%
$0
$28.8 Million 8.76% of portfolio
87,871
Q3 2025 Reduced 3.56%
$0
$26 Million 7.91% of portfolio
1,118,815
Q3 2025 Reduced 10.68%
$0
$19.3 Million 5.86% of portfolio
414,817
Q3 2025 Added 12.81%
$0
$18.2 Million 5.51% of portfolio
124,625
Q3 2025 Reduced 3.11%
$0
$13.4 Million 4.06% of portfolio
232,718
Q3 2025 Added 0.71%
$0
$11.8 Million 3.58% of portfolio
43,060
Q3 2025 Added 2.09%
$505B
$10.9 Million 3.32% of portfolio
58,608
Q3 2025 Added 6.34%
$0
$8.88 Million 2.7% of portfolio
74,743
Q3 2025 Added 0.45%
$0
$8.62 Million 2.62% of portfolio
160,083
Q3 2025 Added 2.78%
$4.35T
$7.63 Million 2.32% of portfolio
29,977
Q3 2025 Added 6.83%
$0
$7.54 Million 2.29% of portfolio
276,192
Q3 2025 Added 6.49%
$0
$7.16 Million 2.18% of portfolio
10,704
Q3 2025 Added 51.87%
$0
$7.13 Million 2.16% of portfolio
11,639
Q3 2025 Reduced 14.87%
$0
$6.92 Million 2.1% of portfolio
149,080
Q3 2025 Added 1,342.9%
$0
$5.55 Million 1.69% of portfolio
29,273
Q3 2025 Reduced 3.59%
$0
$5.48 Million 1.67% of portfolio
74,369
Q3 2025 Added 4.71%
$0
$5.13 Million 1.56% of portfolio
17,458
Q3 2025 Reduced 1.09%
$0
$5.11 Million 1.55% of portfolio
21,126
Q3 2025 Reduced 1.95%
$0
$4.51 Million 1.37% of portfolio
129,660
Q3 2025 Added 35.97%
$2.49T
$4.17 Million 1.27% of portfolio
18,981
Q3 2025 Added 1.51%
$0
$4.12 Million 1.25% of portfolio
6,914
Q3 2025 Added 1.24%
$0
$3.78 Million 1.15% of portfolio
72,237
Q3 2025 Reduced 12.93%
$0
$3.74 Million 1.13% of portfolio
57,252
Q3 2025 Reduced 0.12%
$0
$3.72 Million 1.13% of portfolio
52,156
Q3 2025 Added 0.17%
$1.68T
$3.16 Million 0.96% of portfolio
12,997
Q3 2025 Added 3.21%
$0
$3.04 Million 0.92% of portfolio
5,064
Q3 2025 Added 2.8%
$0
$3.04 Million 0.92% of portfolio
51,206
Q3 2025 Reduced 0.52%
$1.46T
$2.67 Million 0.81% of portfolio
3,630
Q3 2025 Reduced 0.9%
$150B
$2.11 Million 0.64% of portfolio
6,396
Q3 2025 Added 0.58%
$0
$1.86 Million 0.56% of portfolio
44,351
Q3 2025 Added 18.2%
$0
$1.72 Million 0.52% of portfolio
3,682
Q3 2025 Reduced 0.16%
$913B
$1.61 Million 0.49% of portfolio
5,111
Q3 2025 Reduced 0.08%
$0
$1.42 Million 0.43% of portfolio
8,607
Q3 2025 Added 1.22%
$0
$1.36 Million 0.41% of portfolio
22,727
Q3 2025 Added 0.19%
$104B
$1.31 Million 0.4% of portfolio
7,679
Q3 2025 Added 0.95%
$0
$1.29 Million 0.39% of portfolio
12,572
Q3 2025 Added 0.43%
$0
$1.21 Million 0.37% of portfolio
3,304
Q3 2025 Added 0.24%
$621B
$1.21 Million 0.37% of portfolio
2,409
Q3 2025 Added 13.05%
$429B
$1.11 Million 0.34% of portfolio
21,601
Q3 2025 Added 0.75%
$0
$1.12 Million 0.34% of portfolio
19,645
Q3 2025 Reduced 10.34%
$557B
$1.11 Million 0.34% of portfolio
3,244
Q3 2025 Added 1.41%
$0
$1.09 Million 0.33% of portfolio
3,857
Q3 2025 Reduced 5.26%
$98B
$1.07 Million 0.33% of portfolio
23,744
Q3 2025 Reduced 3.09%
$101B
$1.03 Million 0.31% of portfolio
15,599
Q3 2025 Added 0.81%
$1.72T
$965,000 0.29% of portfolio
3,966
Q3 2025 Added 24.21%
$0
$945,000 0.29% of portfolio
9,175
Q3 2025 Reduced 3.08%
$319B
$923,000 0.28% of portfolio
2,675
Q3 2025 Added 155.74%
$275B
$883,000 0.27% of portfolio
8,577
Q3 2025 Added 14.0%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $329 Million
  • Prior Value $300 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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